Latest Articles

Social Security May Stop The Do-over Strategy

Sep 19, 2010

The Social Security Administration may soon eliminate a loophole that allows Social Security recipie...

New Web Site Promotes Senior Volunteer Opportunities

Sep 19, 2010

Seniors who want to remain active and engaged often turn to volunteering. A new government Web site ...

Legalzoom Sued Over Flawed Estate Plan

Jul 19, 2010

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning docum...

Estate Tax Repeal Law Update

Jul 19, 2010

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it wil...

Health Care Law – Scam Alert

Jul 19, 2010

Many of the provisions of the new health-care law have not yet been implemented, yet a new wave of s...

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

Medigap Coverage Is Changing

Mar 21, 2010

Several changes are coming to Medigap plans, which supplement Medicare’s coverage. In June 2010, f...

Coping With Long Term Care Insurance Rate Hikes

Mar 21, 2010

If you have long-term care insurance, brace for the possibility of a steep increase in premiums this...

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...